LA
XYZ

Leonetti & Associates’s Block Inc XYZ Stock Holding History

Leonetti & Associates’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$4.11M Sell
73,235
-175
-0.2% -$12.4K 1.51% 16
2018
Q3 		$7.27M Sell
73,410
-71,325
-49% -$5.5M 1.86% 16
2018
Q2 		$8.92M Buy
144,735
+27,720
+24% +$1.52M 2.42% 14
2018
Q1 		$5.76M Sell
117,015
-1,060
-0.9% -$48.7K 1.67% 17
2017
Q4 		$4.09M Buy
118,075
+6,150
+5% +$225K 1.1% 23
2017
Q3 		$3.23M Buy
+111,925
New +$2.93M 0.86% 25

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Leonetti & Associates's XYZ Position: Q4 2018 in Review

Leonetti & Associates reduced its Block Inc (XYZ) stake by 0.24% in Q4 2018, selling an estimated $12.4K and leaving 73,235 shares worth $4.11M. The position accounts for 1.51% of the portfolio, ranked #16.

Leonetti & Associates first reported a position in XYZ in Q3 2017 and has held it in 6 quarters since. The position peaked at $8.92M in Q2 2018. 655 funds tracked by Wall St. Rank hold XYZ as of Q4 2018.

  • Leonetti & Associates held 73,235 shares of Block Inc worth $4.11M as of Q4 2018.
  • Leonetti & Associates sold 175 Block Inc shares in Q4 2018, an estimated $12.4K.
  • Block Inc made up 1.51% of Leonetti & Associates's portfolio in Q4 2018, its #16 holding.
  • Leonetti & Associates first reported a position in Block Inc in Q3 2017 and has held it in 6 quarters since.
  • Leonetti & Associates's Block Inc position peaked at $8.92M in Q2 2018.
  • 655 funds tracked by Wall St. Rank held Block Inc as of Q4 2018.

Based on Leonetti & Associates's 13F filing for Q4 2018, filed 19 Feb 2019.